Fidelity Investments

  • Fidelity Capital Appreciation Fund

Fidelity Capital Appreciation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 5.1 -9.1 -16.1 -12.9 -1.9 -3.8 -4.6 0 0 0 0 0 0
2009 7.4 6.8 -7.2 7.7 3.8 7.4 -3.1 7.8 11.3 10.2 -8.8 -8.4 36.8
2010 4.2 1.2 5.2 9.9 -7.6 8.2 -6.3 -6.1 1.6 6.9 5.6 -3.8 18.6
2011 -0.1 -3.2 12.5 -6.6 -5.8 -3.4 -0.9 -1.4 2.9 -0.1 3.3 1.6 -2.5
2012 1.2 2 -1.7 1.9 3.3 -0.4 1.8 -3.8 0.3 3.7 4.9 8 22.7
2013 2.8 4.3 3.6 5 -3.1 6.8 -2 2.2 2 4.9 0.9 4.3 36.3
2014 -1 1.8 2.7 -1.4 4.7 -0.4 2.8 2.9 -2.3 -3.1 5 -0.9 11.1
2015 -0.4 -0.4 8.2 -4.8 -6.9 1.7 -0.4 2.6 -0.9 -0.9 6 -0.8 0
2016 0.1 5.3 -3.5 1 -0.3 5.8 -4 1.2 0.4 5.9 0.5 -8.2 3.3
2017 1.4 2.3 2.2 1.9 1.4 3.5 0 0.7 1.6 1.6 2.3 3.2 24.1
2018 -8.9 0.8 -9.4 0.2 4.5 0.9 0.2 4.4 0.6 -1.9 -2.5 7.2 -5.2
2019 -9.3 3.2 2.7 -0.3 -1.3 0.9 6.7 -5.3 4.1 2 3.7 7.5 14.2
2020 4.3 9.8 -1.2 -10.7 7.6 6.8 4.5 7.4 13.5 -13 -5.3 1.1 23.3
2021 -12.8 -0.9 8.1 -5.7 3.8 1.6 3 0.2 5.4 18.8 2.2 -13.7 5.8
2022 -13.4 6 5.6 -9.3 -4.4 9.7 -6.7 -1.2 -9.8 4 -1.5 -8 -27.7
2023 1.8 10.3 -3.1 -5.4 -1.2 3.9 6.8 2.3 0.1 2.9 -1.7 6.4 24.5
2024 -1.98 2.83 2.91